Systems Letter

Three times a week — Monday, Wednesday, and Friday — I send out a short note. Each one takes a current economic or political event and uses it as a doorway into the systems shaping it.

Newletter Werner Mouton Newletter Werner Mouton

August 18, 2025: Sequence as Leverage

The center of gravity has moved from stopping fire to designing an end state. What was framed as a ceasefire-first path now runs the other way: a “comprehensive” settlement first, a ceasefire after. That procedural inversion matters because it resets who holds leverage when it can be used, and what must be priced in before guns go quiet.

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Newsletter Werner Mouton Newsletter Werner Mouton

August 16, 2025: Position Before Force

Leverage is often described as a matter of strength, but it is just as much a matter of position. A tool’s force depends on what it rests against — a structure that holds while pressure is applied. In political economy, those fixed points are consistency, time, and alignment.

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